Comments on: Disgruntled Sprint Shareholders: Right Track, Wrong Direction

By: Tom Coseven

Tom Coseven — Fri, 22 Jun 2007 21:30:33 +0000

Sprint, without WiMAX is 3 companies (4 if you consider how badly Nextel has been integrated). I am not high on WiMAX, but it sure has more promise than traditional CMRS (based on reselling the difference between backhaul cost and declining voice minute charges). Right now Sprint is fighting to come in 3rd in what looks increasingly like a two horse race. Sprint should split off WiMAX and the Internet backbone business and sell it to McCaw. The resulting company might stand a chance.

By: Jesse Kopelman

Jesse Kopelman — Fri, 22 Jun 2007 19:22:25 +0000

DG Lewis: Verizon will stick with UMB not for any technical reason, but because Qualcomm will make it worth their while to. They already lost Sprint and if Verizon were to abandon CDMA2000 too, the smaller fish (including Alltel) surely would as well. There is no way Qaulcomm is going to completely give up on their home market . . . or are you imagining a Haliburton move with Qualcomm just relocating to the Far East?

By: Libran Lover

Libran Lover — Fri, 22 Jun 2007 15:45:00 +0000

Sprint’s story is a classic. It is the struggle of a company which sees that the future of communication is the IP network. Sprint (and every other communication company) has no choice but to break away from existing baggage and move forward. The challenge and the story is in how they will do that. It will be interesting to watch.

By: Coleman Foley

Coleman Foley — Fri, 22 Jun 2007 15:12:04 +0000

There is more and more demand for an IP network, so this idea makes sense.

By: DG Lewis

DG Lewis — Fri, 22 Jun 2007 14:53:22 +0000

What makes you think VZ will buildout UMB on top of CDMA2000 instead of building out LTE on top of CDMA2000? It’s not like either one is an “evolution”.